The Value of Introducing Clients to the Concept of an Ethical Will

Most wills typically refer to material objects that provide a short-lived sense of enjoyment, but does your will convey your everlasting values, dreams, and beliefs?

Join Everplans and Susan Turnbull for a webinar discussing the value of Ethical Wills and why you should introduce them to your clients.

Key Takeaways

The definition of an ethical will.

What an ethical will has to do with financial, estate, and charitable planning.

What advisors and clients can gain by discussing an ethical will.

Practical ways to introduce the concept of ethical wills to your client.

Watch the Webinar

About the Speaker

Susan Turnbull
Founder and Principal of Personal Legacy Advisors

Susan Turnbull is the founder and Principal of Personal Legacy Advisors. A professional writer, speaker and workshop facilitator, she is the author of The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will, co-author of Across Generations: A Five Step Guide for Creating an Expression of Donor Intent and the designer of the Life Legacy Cards and the Life Legacy Conversations Tool, all designed for those who agree that personal wealth has both tangible and intangible dimensions.

As Principal of Personal Legacy Advisors, Susan leads a team of affiliated professionals who provide coaching, editing, video, and design services to clients looking for assistance in creating personal legacy letters, expressions of intent, personal histories or video tributes. Her work has been featured in many national publications, including The New York Times and USA Today.